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Coaching services to assist financial advisors in understanding their mission, market, method and medium in driving high net-worth clients to their practices.
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Kimberly A. Branch, CFP®, CLTC President
4 M&Ms of Generating Revenue
• Mission• Market• Message
Medium (5)Client Events and Seminar Strategies
Branding & Graphic Collateral
Websites
Press Releases
Coaching and Mentoring Programs
Today
30- Days
6/4
4
2
44/4
1
1
3
10/4
5
4
5
90-Days
4WARD Vision
Direct Connect(#Reps/#Seminars)
Branding & Graphic
Website
NEXT Challenge
For Broker/Dealer Use Only
YOUR Team
For Broker/Dealer Use Only
Advisor Nation SurveyTop Ten Most Effective Advisor Prospect Marketing Activities
Activity Ranking
1-Client Referrals
2-Seminars
3-Networking using Social Media
4-Use Direct Mail Service
5-Email Services (newsletters-eblasts)
6-Print Advertising
7-Webinars
8-Purchase Leads from lead service
9-PR Services
10-Online Advertising
97%77%57%59%66%58%56%51%51%52%
1st MEDIUM – Seminar Marketing
ELITE ADVISORS HOSTING EVENTS
• 46% = 20 Events Annually• 43% = Quarterly Events.
1. Vision
2. Budget
3. Logistics
4. Invitations (PR)
5. Reservation & Confirmation Calls
6. Hosting the Event
Top 10 – MUSTs for Successful Events
7. Setting Appointments at Event
8. Follow-up
9. Tracking Your Vision
10.Tweaking
Top 10 – MUSTs for Successful Events
Getting into the Zone
• Pumpkin Carving Contests• Ginger Bread House Making Contests• Meet Santa – invite the kids!• Holiday Charity Brunch –
bring a toy for Toys for Tots
as your entry fee• Makeover for the Holidays
with Fashion Show• Festive Fitness Party • Ring in the New Year
Dancing Like a Star
Fall & Holiday Theme Event Ideas
Direct Mail List – over 250m Consumers (drill down by occupation)
Design Invitation – Customized with your Brand
Seminar Coaching
Print and Sort and Mail
Reservation & Confirmation Service (24/7/365)
0% Interest Loan Program (2-months grace, 3-months to pay back loan)
For Broker/Dealer Use Only
4WARD – DIRECT Connect
Turn-Key Seminar Division
EVENT Invites
For Broker/Dealer Use Only
Visual Communication is part of your daily life. Make your business a part of theirs through BRANDING.
Logo Design: Your identity
Branding Package
Brochures: Fully Customized
Advertising
Event Materials
For Broker/Dealer Use Only
2nd MEDIUM – Branding
For Broker/Dealer Use Only
LOGO DESIGN –YOUR IDENTITYA logo makes your company look more professional to your clients & prospects. It immediately identifies your brand. Over time, you can establish a sense of quality and confidence people can expect whenever they see it.
For Broker/Dealer Use Only
For Broker/Dealer Use Only
BRANDING/LOGO DESIGN –THE PROCESS
For Broker/Dealer Use Only
BRANDING PACKAGE
For Broker/Dealer Use Only
BROCHURESLog on to nextrep.com >> marketing >> 4WARD Graphics
For Broker/Dealer Use Only
Download and print the brochure request form to get started. Editing assistance is also provided, as well as custom design as needed*
For Broker/Dealer Use Only
COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
THE POWER OF BRANDING
3rd MEDIUM – Websites that WOW
► Powerful & Customized Unique Graphic Design FLASH
► Search Engine Optimization SEO Key-words Page Rank Google Analytics
► 0% Interest Financing
► Seminar & Events Manager
►Training
Competitive Advantages
For Broker/Dealer Use Only
► Add, Update & Manage► Easy to Use (Like Microsoft Word)
► Text► Images► Links► Video & Animations
The Ultimate Advantage Fission Financial Content Management SystemEmpowering you with complete control of your website & its content
For Broker/Dealer Use Only
For Broker/Dealer Use Only
4th MEDIUM – Press Releases
PARTNERING WITH YOU ON YOUR JOURNEY TO THE TOP
5th MEDIUM – Coaching & Mentoring
NEXT CHALLENGE PARTICIPANTS -GDC Growth
For Broker/Dealer Use Only
THE NEXT CHALLENGE –COACHING & MENTORING
PROGAM
Get the most from your coaching experience! Choose from three exciting levels based on YOUR goals, level of motivation and preferred level of support.
► PLATINUM CHALLENGE
► GOLD CHALLENGE
► SILVER CHALLENGE
All levels receive:• Attendance at Three On-Site Sessions • Strategic Visionary Planning with Marketing Specialists • Client Audit Program by Advisor Impact • NEXT Challenge Newsletters • Interim Inspirational Calls• Selection of Modules
For Broker/Dealer Use Only
Prices subject to change for 2010
In our commitment to helping YOU grow your business we have improved the program to offer modules in support of your vision. Depending on your NEXT Challenge Level you may choose from 20 different modules to focus on from these categories:
►Strategic Visionary Planning (Included in all three levels)
►Client Experience (5 Modules)
►Marketing (6 Modules)
►Build Your Business (6 Modules)
►Transitioning to Fee-Based Business
THE NEXT CHALLENGE –MENU OF MODULES
For Broker/Dealer Use Only
For Broker/Dealer Use Only
THE NEXT CHALLENGE – CLIENT LOYALITY
The Lucky 7 C’s of Client Loyalty
1. Communication
2. Character
3. Chemistry
4. Caring
5. Competence
6. Cost-effectiveness
7. Consultative
For Broker/Dealer Use Only
THE NEXT CHALLENGE – CLIENT LOYALITY
►Improve your ability to deal with uncertainty
►Make better decisions
►Set better goals
►Reach goals faster
►Become Financially more successful
►Have a better personal and enriched life
►Make a bigger impact on the world
►Be a better leader
►Reduce stress
►Develop a clear success strategy to keep your competitive advantage.
THE NEXT CHALLENGE – CLOSING
For Broker/Dealer Use Only
It’s NOT all about the Money
Empowering you to execute your vision through innovative and inspirational initiatives
For Broker/Dealer Use Only
Thank You!• Mission• Market• Message
MediumClient Events and Seminar Strategies
Branding & Graphic Collateral
Websites
Press Releases
Coaching and Mentoring Programs
